Avant Capital’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Sell |
193,619
-982
| -0.5% | -$23.4K | 3.58% | 10 |
|
|
2025
Q1 | $4.19M | Sell |
194,601
-1,797
| -0.9% | -$38.7K | 3.48% | 12 |
|
|
2024
Q4 | $4.46M | Buy |
+196,398
| New | +$4.46M | 3.7% | 9 |
|
|
2023
Q3 | $3.27M | Sell |
196,620
-822
| -0.4% | -$13.7K | 3.73% | 9 |
|
|
2023
Q2 | $3.4M | Sell |
197,442
-1,152
| -0.6% | -$19.9K | 3.76% | 9 |
|
|
2023
Q1 | $3.17M | Sell |
198,594
-3,582
| -2% | -$57.1K | 3.66% | 10 |
|
|
2022
Q4 | $3.02M | Sell |
202,176
-2,772
| -1% | -$41.4K | 3.71% | 11 |
|
|
2022
Q3 | $2.87M | Buy |
204,948
+10,176
| +5% | +$142K | 3.87% | 9 |
|
|
2022
Q2 | $2.87M | Buy |
194,772
+6,831
| +4% | +$101K | 3.71% | 10 |
|
|
2022
Q1 | $3.35M | Buy |
187,941
+3,939
| +2% | +$70.1K | 3.74% | 8 |
|
|
2021
Q4 | $3.47M | Buy |
+184,002
| New | +$3.47M | 3.81% | 7 |
|